RealDialer Blog · Topic
Running prospecting on a real estate team, with shared calling lists, a written calling policy, weekly meetings, leaderboards and coaching from recordings. These posts also cover when an ISA should make the cold calls and a day-by-day plan for a new agent’s first two weeks on the phone.
Start with shared calling lists and a written calling policy, then read coaching from call recordings. Team features in RealDialer are in development; see RealDialer for teams.
The federal do-not-call rules assume a written policy exists and can be produced on demand, and the safe harbor that protects a team from a mistaken call starts with it. What the document is, the nine sections a real estate team’s version needs, who owns it, how it is trained and monitored, and the evidence each section produces when a complaint arrives.
More from the desk
Most team meetings about prospecting are forty-five minutes of dial counts and encouragement. The one that changes the week is twenty minutes on Monday with four fixed items: the board, the dated calls due this week, one recording, and the list assignments. What each item is for, who speaks, what is never said out loud, and why it ends on time.
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The first two weeks on the phone are not a production block and should not be measured as one, and they are not a simulation either, because every number dialed is a homeowner the team may need later. What the block is, which lists a new agent touches and which they do not, the compliance training that comes before the first dial, and the day-by-day shape.
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A board that ranks dials produces dials. A board that ranks conversations, dated calls made on time and appointments per conversation produces listings. The three columns worth ranking, the two that should never appear, the ratio rule for new agents, and the two team-only numbers that belong on the board’s bottom line.
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Teams play the appointment-setting call in the Friday meeting and learn nothing from it. The calls that teach are the ones that ended at second twelve. What to pull, what to listen for, the fifteen-minute review, and the consent that has to come first.
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A shared list without an ownership rule produces the one thing a team cannot afford: two agents from the same brokerage calling the same homeowner in the same week. The rule that prevents it, the routing by list type, and what happens to the record when an agent leaves.
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An inside sales agent can make the first call. The conversion happens on the second, and if the agent shows up cold to an appointment the ISA set, the ISA was a cost, not a lever. The decision, the license line, and the handoff that works.
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RealDialer keeps the active contact, property context, notes, outcome, and follow-up inside the same operating loop.
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